Question

Assign record ownership to an organizational department

Hi folks,

 

Is there any possibility to assign an organizational role as an owner? Fir example, a sales rep will send an opportunity to Collection department, so the access permission "round robin" changes to Collection department, instead of an employee.

 

Thanks

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1 comments

Dear Kavian,

It is not possible to assign the role as an owner. The owner should only be some user's contact. However, you can assign some contact from the required organizational role and create the process that would read the owner's role and  give the access to the record for the whole organizational role. So basically once the owner is assigned, the rights will also be distributed to the members of his role. Thus at least the role will be able to access the record.

The other solution would be to create multiple lookup fields based on the contact object where you will be able to select multiple users from some particular role to operate with them according to your business logic. 

Best regards,

Dean

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